Automations & campaigns

Sending rules

Sending limits and timing

Sending rules: how many messages a customer gets, and when, so you don't tire them or get blocked.

Open the page in the dashboard

What you set here

Sending rules decide how many marketing messages one customer gets, when, and who has priority. They apply to every send path at once β€” campaigns, automations and proactive chat β€” on every channel. Every save creates a new version.

The gate has two modes. β€œDry run β€” records, doesn't block”: it records what it would have done while sending uses the older protection. β€œOn β€” deciding”: a message that exceeds the customer's limits or falls in quiet hours is deferred, and a prohibited one is blocked with its reason. You can go back to dry run at any time.

β€œTurn on the gate” works after two conditions on the β€œStatus” panel: β€œLast 30 days moved” is complete and matching, and β€œDry run age” is at least 72 hours. The gate needs your message history to know who reached a limit, and days of trial to show its effect before you decide.

Read the sending rules page

Three indicators at the top, then β€œLimits”, β€œRecovery strategies” and β€œPlatform limits”, with the β€œStatus” panel and the switch beside them.
Three indicators at the top, then β€œLimits”, β€œRecovery strategies” and β€œPlatform limits”, with the β€œStatus” panel and the switch beside them.

Limits: default and what the platform allows

Per customer, across all channels and send paths combined. A value outside the platform limit is refused on save.

LimitDefaultAllowed
Promotional messages per customer per week10–3
Relationship messages (reviews, loyalty, post-purchase) per customer per week10–3
Total marketing messages per customer per week30–7, not below the promotional limit
Non-recovery marketing messages per customer per day10–2
Hours between two promotional messages4812–336
Hours between two relationship messages720–336
Days without promotions after a purchase30–30
Cooldown days after a recovery journey with no purchase70–60
Proactive chat messages per visitor per day20–5
Quiet hours, in your store's time zone22:00 – 09:0023:00–07:00 is always quiet
Marketing during Friday prayerNot sentCan be turned off

Message classes

The gate doesn't treat every message as a promotion. A message's class is derived from its source and evidence, never declared by hand.

Transactional

What it is
News about the customer's own order: order status notifications.
When to use it
Needs a real order of this customer.
How to start
Doesn't count toward marketing limits.

Service

What it is
A reply to a customer who wrote within 24 hours.
When to use it
Needs a real inbound message.
How to start
Doesn't count toward marketing limits.

Recovery

What it is
Abandoned cart and browse abandonment.
When to use it
One active journey per customer at a time.
How to start
Follows the β€œRecovery journey priority” and its strategies.

Relationship

What it is
Welcome, post-purchase, review, loyalty, anniversary, birthday, refill and reorder reminders, and custom automations.
When to use it
Counts toward the relationship limit and the total.
How to start
Respects unsubscribes.

Promotional

What it is
Campaigns and customer win-back.
When to use it
The most restricted.
How to start
Counts toward the promotional limit and the total, and waits some days after a purchase.

Edit the limits and turn on the gate

  1. 1

    Check β€œStatus”

    β€œMode”, β€œWhatsApp number” (its rating from Meta), β€œLast 30 days moved” and β€œDry run age”.

  2. 2

    Edit the limits

    Under β€œLimits”: β€œWeekly limit per customer”, β€œDaily limit”, β€œWaiting periods between messages”, β€œQuiet hours” and β€œRecovery journey priority”. Press β€œSave as version”.

  3. 3

    Read the trial

    Open β€œProtection log” β†’ β€œDry run β€” what would have been blocked” for a few days. If what it would stop looks right, move on.

  4. 4

    Turn it on

    Press β€œTurn on the gate”, then β€œTurn on” in the confirmation. If the conditions aren't met, the reasons show instead.

Recovery strategies

Each recovery journey (abandoned cart, failed payment, browse abandonment) has a window and a number of touches; each touch has a timing, an β€œAngle” (neutral reminder, objection removal, last call) and an β€œIncentive” (none, discount, free shipping). A saved strategy's timing takes precedence over the automation steps. The first abandoned-cart touch never carries an incentive. Limits: 5 touches, a window of up to 336 hours, discounts from 1 to 90%. Failed payment is saved but inactive until a platform reports it as an event.

Recovery strategies

The WhatsApp number's rating narrows the limits

RatingEffect
UnknownNo increase above the defaults until Meta gives a green rating.
GreenYour values apply as they are.
YellowWeekly limits are halved.
RedPromotional sends are paused.

Sensible settings

  • Start with the defaults. They're designed for a store that sends a weekly campaign and runs cart and order automations.
  • Don't raise the promotional limit before the β€œProtection log” shows your customers engage; raising it on an unengaged audience brings blocks.
  • Keep abandoned cart first in priority β€” that customer is closest to paying.
  • Save the incentive for the second or third touch. A discount on the first reminder teaches customers to leave their cart.

Common mistakes and how to fix them

  • ProblemIt says β€œSending rules are off on this deployment”.

    FixThe sending control plane isn't running here. Every path runs on its legacy rules: the weekly automation cap, fixed quiet hours, and the emergency stop.

  • Problemβ€œTurn on the gate” doesn't work.

    FixThe reasons show under it: usually the dry run hasn't reached 72 hours, or the last-30-days move isn't complete and matching.

  • ProblemSaving was refused.

    FixA value is outside the platform limit, or the marketing total is below the promotional limit. The message names the limit.

Screenshot from a demo store

Parts of the page

  1. 1

    Weekly limits

    The most promotional messages one customer gets per week, from campaigns and automations together.

    ExampleA limit of 3 a week: however many campaigns run this week, no customer gets more than 3 promotional messages.
  2. 2

    Quiet hours

    Times when no promotional message is sent, such as night and Friday prayer. Anything falling there waits.

  3. 3

    Message types

    A message about the customer's own order (shipping, delivery) isn't promotion, so it doesn't count toward marketing limits.

Playbooks that use this page

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